Automate Shift

Do More With Less

Improve Operations & Save Time with Automation

We help service-based businesses run faster, smarter, and with less stress by implementing automations that capture every lead, streamline every workflow, and free up time for growth.

Schedule a Free Automation Audit

Stop losing leads, wasting time, and juggling too many tools

"I’m copying the same info into three different tools every week. There has to be a better way."
“Everything feels reactive. Nothing feels streamlined. I feel like I can't get ahead, and things could be a lot more efficient.”
“It takes longer than I think it should to quote people and close the deal. This can be so frustrating.”
"I like our tools; they do a lot for us, but they don’t always talk to each other. I'm not sure if we're using all of their features correctly.”
“I know automation can help, but I don’t know where to start, and I don't have time to manage that.”

We design smart, simple AI-powered automations that plug into your existing tools and start working immediately. We'll streamline your operations, eliminate waste, and help you scale all without additional headcount.

Services

Our solutions are designed to meet you where you are. Whether you're just starting to connect your tools or looking to overhaul clunky processes. We’re not just about quick fixes; we build systems that fit your team.

Service	Description
Lead Capture & Follow-up Automation	Automatically responds to form fills, missed calls, or contact inquiries via email/text and log them into CRM
CRM Automation & Integration	Auto-tag leads, assign reps, update deal stages, schedule reminders based on lead behavior
Chatbot Build + Training (GPT)	Custom-trained chatbot using company FAQs, PDFs, site data
Sales Pipeline Automation Setup	Create automation in CRM from a lead covering the customer lifecycle
E-mail & SMS Workflows	Create personalized follow-up journeys for leads or clients via email and/or SMS
Event Registration + Reminder Flows	Build sign-up, reminder, and post-event communication automations
Auto Report Generation	Generate internal communications, board, or operations reports

And More...

Packages

Whether you want individul automations or a full system overhaul, we’ve got you. All monthly packages include 1:1 support, strategy sessions, and clear documentation. No tech headaches, no robotic service.

Starter System

Starting at $350

Perfect for quick wins and first-time automation users who prefer individual services

15-minute consultation
1+ key automation(s)
Setup + documentation
Support for 7 days
Optional monthly maintenance

Select Your Automation

Automate Pro (Retainer)

$1,250/month +
One-time setup fee

Your automation operations partner — a fully managed system

30-minute consultation
System Audit
Monthly automations & optimizations
Priority support
Strategic roadmap + ROI report

Automate Your System

Who I Am

I’m Will, an operations strategist and process optimizer with years of experience helping industrial clients optimize strategies, align processes, and streamline offerings.My background combines marketing, project management, and automation, and I founded Automate Shift to help people like you reclaim your time, focus, and sanity without getting overwhelmed by dashboards.- Sales, operations, and customer service automation
- Integrations: Airtable, Make, Zapier, CRMs, and industry systems
- Flow design, reporting, and lead tracking
- Building internal mini-apps and dashboards
- Process optimization and operational time reduction
- Real-world experience with industrial and service businesses

Contact

Let's Chat, Book a Consulation

Text